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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,463 | $199,109+7.2% | $173,730+22.9% | $154,746+37.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.61% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,793 | $7,113-46.7% | $6,326-40.0% | $6,730-43.6% |
| Admin fee / account holder | $25,069 | $20,916+19.9% | $17,523+43.1% | $14,365+74.5% |